Insurance Specialist Private Bank (Shenzhen, GD, CN, 518010)

HSBC
Shenzhen
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Stakeholder management","Interpersonal skills","Advisory","Independence","Detail-oriented"]

Serve as a senior insurance subject matter expert within International Wealth and Premier Banking, delivering insurance-led wealth, legacy, and succession solutions for High Net Worth Individuals—especially Asian clients with a focus on China. Provide strategic advice across life insurance, estate liquidity, business succession funding, asset protection, and risk management. Partner with Relationship Managers and internal underwriting and specialists to deliver end-to-end advisory and execution, while staying current on market and regulatory changes.

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FursaFursa
HSBC
HSBC
2 months ago

Insurance Specialist Private Bank (Shenzhen, GD, CN, 518010)

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as a senior insurance subject matter expert within International Wealth and Premier Banking, delivering insurance-led wealth, legacy, and succession solutions for High Net Worth Individuals—especially Asian clients with a focus on China. Provide strategic advice across life insurance, estate liquidity, business succession funding, asset protection, and risk management. Partner with Relationship Managers and internal underwriting and specialists to deliver end-to-end advisory and execution, while staying current on market and regulatory changes.
Location: Shenzhen
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Act as a senior subject matter expert in insurance planning, delivering insurance-led wealth and succession solutions to High Net Worth Individuals.
  • •Provide strategic advice on life insurance, legacy and estate liquidity planning, business succession funding, asset protection, and risk management.
  • •Partner with Relationship Managers to identify client needs and originate planning opportunities, positioning insurance as a core advisory tool.
  • •Design, structure, and implement complex insurance solutions aligned to clients’ personal, family, and business objectives, including intergenerational wealth transfer.
  • •Lead succession planning engagements and collaborate with internal partners, underwriting teams, and external specialists to deliver seamless end-to-end advisory and execution.
Travel: Low travel

Key Requirements

  • •Minimum 10 years of relevant experience in insurance advisory, wealth planning, or private banking, focused on insurance-led solutions for High Net Worth Individuals.
  • •Proven track record structuring and delivering complex insurance solutions or legacy planning.
  • •Strong interpersonal, advisory, and stakeholder management skills to engage senior clients and family members.
  • •Able to work independently with minimal supervision, with high attention to detail and disciplined, execution-focused approach.
  • •Traveling is required on a need basis.
Skills:Stakeholder managementInterpersonal skillsAdvisoryIndependenceDetail-oriented

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn